CASH FLOW
CLIENT LEDGER ยท ADMIN
CASH FLOW
TODAY
Payments are ordered by their next due date, so the urgent work stays visible.
PROJECTS
Set the collected total whenever it changes; outstanding recalculates automatically.
| Client / project | Due date | Budget | Collected | Outstanding | Status |
|---|
NEW RECORD
Add their project budget and optionally schedule the next payment.
DIRECTORY
Finish a client whenever their work is wrapped up, independent of payment progress. Edit saved details or create their portal access at any time.
CLIENT PORTAL
Your current delivery and payment position, kept up to date by your project team.